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F&M News & Notes

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F&M News & Notes
 Welcome Newest Sharholder

Congratulations to Joe Patterson CFP®, who has been recently named Foster & Motley’s newest shareholder!  Joe is a Financial Planner and has over 12 years of experience helping clients reach their goals.  We are proud to have Joe’s entrepreneurial spirit on our team!
 
 In the News

Dave Foster, CPA, CFP® was recently featured in the University of Cincinnati’s Goering Center Newsletter.  His article, “A Letter from Dad,” was first published in 2011 but still holds true.  Check it out under “Insights” on our website!
 
Learning Opportunities

Zach Horn, CFP® traveled to Dallas, TX in January for a Capstone Event completing a year-long Schwab Executive Leadership Program.  The program consisted of courses in Leadership, Innovation, Talent Management, Marketing, and Entrepreneurship with premier academic curricula and faculty from top graduate schools, including Michigan’s Ross School of Business, Wharton, Harvard, & MIT.
 

Foster & Motley recently joined the Goering Center for Family & Private Business at the University of Cincinnati.  Paul Staubach, Financial Planner & CEO of Foster & Motley, is currently attending its Leadership Development Institute as F&M continues to seek better ways to serve our clients, who may be business owners themselves, and grow our business.   
 
Passing the CFP® Exam! 


 
 Congratulations to both Emilie Schwarz and Zach Binzer for passing the CERTIFIED FINANCIAL PLANNER™ exam! This exam is a step in the path to attaining their CFP® designation which includes education, exam, ethics, and experience requirements.
We are proud of their hard work and dedication to advancing their education. Please join us in celebrating their success!

 Employee Spotlight

We are pleased to announce the addition of Cyndi Dicello, Operations Specialist, to the Foster & Motley team!  Cyndi comes to us with over 26 years of experience in trust and operations.  We look forward to leveraging her experience as we constantly strive to work smarter and more efficiently for our clients.  
 
 Anniversary Celebrations
 In celebration of our 20th anniversary, we are planning client events this summer and fall.  A Save the Date for our Client Appreciation event at the Newport Aquarium on August 8th will be going out soon.  Mark your calendar!
 

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